Filed March 29, 2023
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,856 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,456 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,616 | $91,372+47.3% | $129,995+3.6% | $74,419+80.9% |
| Participation rate | 96.7% | 77.8%+18.9pp | 78.5%+18.2pp | 70.7%+26.0pp |
| Annual return | 20.41% | 23.21%-2.8pp | -137.18%+157.6pp | 34.38%-14.0pp |
| Employer contribution / active EE | $15,815 | $2,563+517.0% | $4,320+266.1% | $2,637+499.7% |
| Participant deferral / active EE | $6,305 | $4,721+33.6% | $5,820+8.3% | $4,528+39.2% |
| Admin fee / account holder | $98 | $283-65.6% | $10,614-99.1% | $348-72.0% |